See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,888 |
MJP WEALTH ADVISORS5 years Service code 27 · EIN 06-1038339 | Advisory (Plan) | $36,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,420 | $106,028-51.5% | $146,958-65.0% | $77,643-33.8% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 16.51% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,888 | $4,063+20.3% | $4,933-0.9% | $2,726+79.3% |
| Participant deferral / active EE | $10,045 | $7,990+25.7% | $8,070+24.5% | $4,647+116.2% |
| Admin fee / account holder | $155 | $337-54.2% | $12,998-98.8% | $430-64.1% |